SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$149M
3
+$78.1M
4
NVDA icon
NVIDIA
NVDA
+$59.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$46.9M

Top Sells

1
+$6.8M
2
+$4.2M
3
+$3.04M
4
EQIX icon
Equinix
EQIX
+$3.02M
5
BA icon
Boeing
BA
+$2.58M

Sector Composition

1 Technology 35.94%
2 Consumer Discretionary 12.16%
3 Communication Services 11.21%
4 Healthcare 10.03%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.92M 0.12%
+102,554
177
$2.91M 0.12%
67,254
178
$2.88M 0.12%
+40,751
179
$2.87M 0.12%
47,073
+6,535
180
$2.87M 0.12%
20,651
+651
181
$2.74M 0.11%
13,401
+7,601
182
$2.73M 0.11%
16,491
-7,009
183
$2.72M 0.11%
18,927
+1,480
184
$2.7M 0.11%
+42,516
185
$2.64M 0.11%
97,878
+7,520
186
$2.56M 0.11%
13,332
+996
187
$2.52M 0.11%
56,842
+36,842
188
$2.5M 0.1%
50,948
+40,948
189
$2.48M 0.1%
85,936
+6,940
190
$2.48M 0.1%
67,592
+58,416
191
$2.47M 0.1%
7,431
-157
192
$2.46M 0.1%
7,655
+50
193
$2.42M 0.1%
30,861
+2,856
194
$2.42M 0.1%
17,617
-991
195
$2.41M 0.1%
64,555
+38,055
196
$2.39M 0.1%
+34,681
197
$2.34M 0.1%
10,232
+3,032
198
$2.29M 0.1%
24,621
+1,821
199
$2.28M 0.1%
+100,250
200
$2.22M 0.09%
6,634
-224
6 7
8
9 10